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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

The Finance Planning Group

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United Kingdom
Haywards Heath
The Finance Planning Group

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Known for delivering Local, Trusted Advice, Finance Planning provides quality mortgage and family insurance advice.

With access to over 100 lenders and 10,000 mortgages. Rated Excellent with over 5,000 five-star reviews. Although our head office is based in the southeast, our advisers can look after your Mortgage and protection needs throughout England, Wales, and Scotland. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Our product provider panel is representative of a whole of market offering. We don’t charge a fee for our advice; instead, we may charge a fee of up to £499 to arrange your mortgage. Finance Planning is the trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority. The Finance Planning Group Limited, registered in England and Wales, 3894404. Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.

02/11/2026

Is your mortgage deal ending soon?
Don't just accept the first offer!

Your current lender may already have a new mortgage deal waiting for you, but is it the right one?

Before making a decision, it's worth exploring your options.
A mortgage review could help you:
Compare deals from your current lender and others
Understand and prepare for changes to your monthly repayments
Explore whether your property's value could improve your options
Secure a new deal before your existing one ends

Your monthly payments may increase, but that doesn't mean you shouldn't shop around!

You can often review your mortgage several months before your current deal expires.

At FPG, we'll help you understand your options and find a suitable deal for your circumstances. We offer FREE, no-obligation mortgage advice.
📞 01444 449200
www.financeplanning.co.uk/mortgages
Follow us on our social media channels and stay ahead with the best mortgage advice!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

02/11/2026

What happens to your Mortgage when you pass away?

Planning for the future is important — especially when it comes to your home.

Here’s what you should know:
Outstanding Balance: A mortgage doesn’t disappear when you pass away. Any remaining balance is usually settled by your estate.
Life Insurance: Mortgage protection or life insurance can help pay off the loan, easing the financial burden on loved ones.
Inheritance: Your property and the responsibility for the mortgage may transfer to your heirs, who typically have options to keep or sell the home.

At FPG, we help you plan ahead with confidence. Our experts can guide you through life insurance, mortgage protection, and estate planning — so your loved ones are looked after.

Plan today for peace of mind tomorrow.
📞 Contact The Finance Planning Group for personalised advice 01444 449200
visit https://financeplanning.co.uk/protection
Follow us on our social media channels and stay ahead with the best mortgage advice!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

31/10/2026

Don't let your mortgage keep you up at night!

Halloween is here and while it's the season for a few scares, your mortgage shouldn't be one of them.

Whether your fixed-rate deal is coming to an end, you're concerned about monthly repayments or you're thinking about moving home, uncertainty can sometimes be the biggest worry.

At FPG we believe mortgage advice should be straightforward, reassuring and easy to understand.

Our experienced advisers are here to help you explore your options, understand the costs and make informed decisions about your mortgage and protection needs.
A little expert guidance can take away a lot of uncertainty.

This Halloween, leave the surprises to the trick-or-treaters!

Contact us for FREE expert advice:
📞 01444 449200
www.financeplanning.co.uk/mortgages

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

30/10/2026

What scares you most about buying your first home?

Deposits/How much do I need?
Interest rates?
Paperwork/admin?
Timing the market/when is the right time?

If you’re feeling nervous, you’re not alone most first-home buyers do.
But the good news? You don’t have to figure it out by yourself

When you are ready contact us and we can gently guide you through the process.
📞 01444 449200
Visit https://financeplanning.co.uk/mortgages

Follow us on our social media channels and stay ahead with the best mortgage advice!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

30/10/2026

Thank you Ewelina, for your lovely review of Adam. Like all of our advisers, Adam goes out of his way to deliver exceptional customer service.

Providing exceptional customer service is something Adam is passionate about, and like all of our advisers at Finance Planning Group, he goes above and beyond to ensure every client feels supported and valued throughout their journey.

We're incredibly proud that 98% of our clients would use our services again and recommend us to their friends and family. With more than 5,000 five-star reviews, it's a testament to the dedication, expertise and care our team brings to every client interaction.

At Finance Planning Group, we understand that no two financial journeys are the same. That's why we're committed to providing personalised advice, tailored solutions and ongoing support to help our clients achieve their goals with confidence.

Thank you to all of our clients for placing your trust in us. Your feedback means the world, and we're honoured to be part of your financial journey every step of the way. ⭐

To view more reviews at https://www.feefo.com/en-US/reviews/finance-planning

29/10/2026

Mortgage check: What light are you at?

Green, GO
You’re ready to move forward with confidence.

Yellow, LET’S PLAN
You’re close; a little strategy now can make a big difference.

Red, PAUSE & PROTECT YOUR FUTURE
No rush. The smartest move is setting things up the right way.

The key? Knowing which light you’re at before making a move.
We’re here to help you read the signals and plan your next step with clarity.

Contact us to find out where you stand.
📞 01444 449200
https://financeplanning.co.uk/mortgages
Follow us on our social media channels and stay ahead with the best mortgage advice!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

29/10/2026

When applying for a mortgage, most lenders will usually ask for 2–3 months of bank statements.

But what are they actually looking at?
They’re checking a few key things:

Income – that your salary or income is consistent and matches your application
Spending habits – regular outgoings, lifestyle costs, and how you manage your money
Financial management – overdrafts, missed payments, or signs of financial strain
Existing credit – loans, credit cards, and other commitments
Patterns – not just one-off transactions, but overall behaviour and consistency

It’s not about perfection, it’s about showing that your finances are stable and affordable for the loan you’re applying for.
Every lender is slightly different, which is why preparation can make a big difference before you apply.

If you’re unsure about your own statements, it’s always worth getting them reviewed early.
Contact the Finance Planning Group today for FREE expert advice.
Contact us on 📞 01444 449200
Visit https://financeplanning.co.uk/mortgages
Follow us on our social media channels for more tips on how to get the best out of your mortgage.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

28/10/2026

Thank you Natalie, for your lovely review of Charlotte. Like all of our advisers, Charlotte goes out of her way to deliver exceptional customer service.

Providing exceptional customer service is something Charlotte is passionate about, and like all of our advisers at Finance Planning Group, she goes above and beyond to ensure every client feels supported and valued throughout their journey.

We're incredibly proud that 98% of our clients would use our services again and recommend us to their friends and family. With more than 5,000 five-star reviews, it's a testament to the dedication, expertise and care our team brings to every client interaction.

At Finance Planning Group, we understand that no two financial journeys are the same. That's why we're committed to providing personalised advice, tailored solutions and ongoing support to help our clients achieve their goals with confidence.

Thank you to all of our clients for placing your trust in us. Your feedback means the world, and we're honoured to be part of your financial journey every step of the way. ⭐

To view more reviews at https://www.feefo.com/en-US/reviews/finance-planning

28/10/2026

The Autumn budget is today, what could this mean for your mortgage?
All eyes will be on what the Chancellor announces and how it could affect homeowners and homebuyers.

What will we be watching?
Potential changes to Stamp Duty and property taxes
Support for first-time buyers
The wider economic outlook and what it could mean for mortgage rates
Changes that could affect household finances and affordability

One thing is certain: understanding what the changes mean for you is more important than the headlines!

At Finance Planning, we're here to help you make informed mortgage decisions, whatever the Budget brings.
Call today for FREE advice
📞 01444 449200
https://financeplanning.co.uk/mortgages
Follow us for updates as we break down what the Budget means for homeowners and buyers.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

27/10/2026

Cancer affects more of us than many people realise.

1 in 2 people will be diagnosed with cancer at some point in their lifetime
Almost 3.5 million people are currently living with cancer, a number that continues to rise.
In the UK, over 420,000 people are diagnosed with cancer each year, that’s someone every 90 seconds.
However, around half of people diagnosed with cancer in the UK now survive for 10 years or more.

Why this matters for income protection
A cancer diagnosis isn’t just a health challenge, it can also bring serious financial pressure. Many people need extended time away from work for treatment and recovery, experience reduced income or loss of earnings yet
still have everyday bills to pay during a long, uncertain journey.

Income protection is there to help provide financial stability when your health comes first, replacing part of your income if you are unable to work due to illness like cancer, so money is one less thing to worry about.
Income Protection provides a monthly payout if you can’t work, helping you stay on top of your finances while you focus on getting better.
Get in touch today and let us secure that peace of mind for you.
Contact the Finance Planning Group today!
📞 01444 449200
Visit https://financeplanning.co.uk/income-protection

Follow us on our social media channels and stay ahead with the best mortgage advice!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

Address

Head Office: The Finance Planning Group, Hurstwood Grange, Hurstwood Lane, West
Haywards Heath
RH177QX

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441444449200

Website

https://www.financeplanning.co.uk/, https://fpsurveying.co.uk/

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